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Andrew Meyer, CFP®

Andrew Meyer, CFP®

Vice President, Banker, at J.P. Morgan Private Bank

Greater Chicago Area

Andrew Meyer is a Vice President with the J.P. Morgan Private Bank, a global leader in investment management and private banking. Mr. Meyer primarily assists clients with formulating financial plans as it relates to their goals, obligations, and risk tolerance. Once established, he works to design and implement an overall portfolio allocation across asset classes such as equities, fixed income, and alternative investments that match client goals. In addition, he works in tandem with specialists at J.P. Morgan to ensure firm resources are utilized to meet client needs and objectives.

Prior to joining the firm in 2014, Mr. Meyer was with a boutique financial services firm in Indianapolis for nearly eight years. While there Mr. Meyer concentrated on wealth transfer, business succession planning, and investment management.

Mr. Meyer earned his undergraduate degree in Business Administration from the Kelley School of Business at Indiana University – Bloomington with focuses in Entrepreneurship and Management. In February of 2010, he earned the Certified Financial Planner™ designation through the CFP® Board of Standards, Inc. Additionally; Mr. Meyer holds the Chartered Financial Consultant and Chartered Life Underwriter designations through The American College. Mr. Meyer is active in the Beta Graduate Chapter of Phi Gamma Delta and resides in the greater Chicago area with his family.


Experience:

  • Banker (J.P. Morgan Private Bank)
  • CLU®, ChFC®, CFP® (Mack Financial Group)

Skills:

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